How to Set Up WhatsApp Business: Profile, Catalog and Auto-Replies
Practice4 minInnovialabs editorial team
In short
Install WhatsApp Business on a work number, fill in the profile and catalog, turn on greeting and away messages, create quick replies and labels, and share a wa.me short link with a QR code.
Short answer
WhatsApp Business is a free app for small companies. The basic setup takes an evening and comes down to six steps: profile, catalog, labels, greeting and away messages, quick replies, short link. Almost everything lives in the app settings under "Business tools".
Before you start: which number
- One number works either in regular WhatsApp or in WhatsApp Business. When you switch on the same phone, the app offers to move your chats.
- Use a dedicated work number, not an employee's personal one: if that person leaves, customer conversations stay with the company.
- You can link a computer and other devices to the account, so replying from a laptop is easy.
Step 1. Business profile
The profile is the first thing a customer sees when opening the chat. Fill in every field:
- name — the way customers know you, no extra words or emojis;
- category — tells people what you do;
- description — one or two sentences: what you do, for whom, where;
- address and business hours — the hours are used later by the away message;
- website, email, social links;
- logo — square and readable in a small circle.
Step 2. Catalog
The catalog shows products and services right inside the chat. For each item, add a photo, name, price, short description, website link and item code. Group items into collections: "New", "Delivery", "Services".
Customers can open the catalog from your profile, build a cart and send it to you as a message. Managers, in turn, share an item card in a couple of taps instead of describing it by hand.
Step 3. Labels
Labels are colored tags for chats. The app has a default set, but it is better to match it to your sales process:
- New customer
- Waiting for reply
- Awaiting payment
- Paid
- Returning customer
Filter chats by label and within a minute you see who needs a payment reminder and whom to thank.
Step 4. Greeting and away messages
The greeting message is sent automatically when a customer writes for the first time or after a long pause in the conversation. A good greeting is short and suggests the next step:
Hello! This is Example Store. Tell us what you are looking for or open the catalog in our profile. We reply from 9:00 to 19:00.
The away message can be sent always, on a custom schedule, or only outside the business hours from your profile. For both messages you choose the audience: everyone, only people not in your contacts, or specific people.
Be honest: don't promise "we reply in 5 minutes" if nobody answers on weekends.
Step 5. Quick replies
Quick replies are templates you call with / in the input field. Create them for recurring questions:
/price— prices and terms;/delivery— delivery and timing;/pay— payment methods;/address— address and landmark.
You can attach a photo or video to a template. Reread the texts regularly: an outdated price in a template quickly turns into a dispute.
Step 6. Short link and QR code
Customers don't need to save your number — a link is enough. Business tools include a short link with a QR code and a prefilled message. You can also build the link yourself: the number in international format without "+", spaces or dashes:
https://wa.me/998901234567?text=I%20want%20to%20ask%20about%20delivery
Spaces in the text become %20. Put the link in your social media bio, on the website, in your Telegram channel, on packaging and business cards.
Common mistakes
- a wall-of-text greeting — customers skip it and ask their question anyway;
- a catalog without prices or with outdated items — creates extra questions;
- labels created but never applied — then they are just colored dots;
- a manager's personal number — the whole conversation history leaves with them.
When you have many operators, need CRM integration, a chatbot or bulk notifications, the app is no longer enough — the next step is the WhatsApp Business Platform with its API.